Processing Billing
This topic discusses how to process billing.
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Page Name |
Definition Name |
Usage |
|---|---|---|
|
TL_RUN_PUB_ACTUALS |
Run the Publish Actual Payable Time process to send actual hours from PeopleSoft Time and Labor to an interface staging table in PeopleSoft Project Costing. |
|
|
PC_TL_TO_PC |
Run the PC_TL_TO_PC process to pull data from the interface staging table into the Project Costing Project Resources table. |
|
|
RUN_CA_BI |
Run the Contracts/Billing Interface process to load billing information from PeopleSoft Contracts and PeopleSoft Project Costing into PeopleSoft Billing. |
|
|
RUN_BI_INTFC |
Set interface parameters before running the Billing Interface process. |
|
|
RUN_BI_PRNTIVC |
Establish parameters for printing invoices (BIIVC000) by using single action processes. |
|
|
RUN_BI_PCCA |
Determine the sets of invoices to be processed, and run the Billing to Projects/Contracts Interface process for all billing business units or for a single business unit. This process also updates the PO remaining balances and the PO Application tables with the amounts actually billed. |
|
|
PC_BI_TO_PC |
Move rate-based data from PeopleSoft Billing to PeopleSoft Project Costing by using an Application Engine process. Places all approved-billed rows into the PROJ_RESOURCE table. |
Use the Publish Actual Payable Time page (TL_RUN_PUB_ACTUALS) to run the Publish Actual Payable Time process to send actual hours from PeopleSoft Time and Labor to an interface staging table in PeopleSoft Project Costing.
Navigation:
HCM database
You can always run the Publish Actual Payable Time process from this page. However, PeopleSoft Time and Labor always publishes actual payable time to PeopleSoft Project Costing when you:
Run the Extract Time and Labor Cost (for PeopleSoft Payroll for North America) or Time and Labor Run Control (for PeopleSoft Global Payroll) when you are not using labor distribution.
Run the Labor Distribution or Labor Dilution process.
Use the Batch Approval page.
Use the Approve Payable Time page.
Use the Approve Payable Time - Group page.
Adjust paid time.
The PeopleSoft Time and Labor product documentation describes the fields and use of this page. See “Integrating with PeopleSoft Financials and Enterprise Performance Management”, “Publishing Estimated and Actual Cost Data to PeopleSoft Projects”.
Use the Time and Labor page (PC_TL_TO_PC) to run the PC_TL_TO_PC process to pull data from the interface staging table into the Project Costing Project Resources table.
Navigation:
The PeopleSoft Project Costing product documentation describes the fields and use of this page.
Note: The rate sets created by PeopleSoft Pay/Bill Management for each temporary assignment have a rate definition type of Billing, which can be leveraged to run PC_PRICING only for Billing but not costing transactions.
Use the Process As Incurred Billing page (RUN_CA_BI) to run the Contracts/Billing Interface process to load billing information from PeopleSoft Contracts and PeopleSoft Project Costing into PeopleSoft Billing.
Navigation:
Click the Process As Incurred Billing link on the Pay/Bill Processes Center page.
The PeopleSoft Contracts product documentation describes the fields and use of this page.
Use the Billing Interface page (RUN_BI_INTFC) to set interface parameters before running the Billing Interface process.
Navigation:
Click the Process Billing Interface link on the Pay/Bill Processes Center page.
The PeopleSoft Billing product documentation describes the fields and use of this page.
Use the Finalize and Print page (RUN_BI_PRNTIVC) to establish parameters for printing invoices (BIIVC000) by using single action processes.
Navigation:
Click the Finalize and Print Invoiceslink on the Pay/Bill Processes Home page.
The PeopleSoft Billing product documentation describes the fields and use of this page.
Use the Run BI PC/CA Intrfc. page (Billing to Projects/Contracts Interface) (RUN_BI_PCCA) to determine the sets of invoices to be processed, and run the Billing to Projects/Contracts Interface process for all billing business units or for a single business unit.
This process also updates the PO remaining balances and the PO Application tables with the amounts actually billed.
Navigation:
The PeopleSoft Billing product documentation describes the fields and use of this page.
Use the Retrieve Billing Items page (PC_BI_TO_PC) to move rate-based data from PeopleSoft Billing to PeopleSoft Project Costing by using an Application Engine process.
Places all approved-billed rows into the PROJ_RESOURCE table.
Navigation:
The PeopleSoft Project Costing product documentation describes the fields and use of this page.